Accountancy
Document Management for Accountants and Business Advisors
Accountants have to deal with many different data and information management issues

How we can help your practice …
Docusoft deliver solutions that save time and money for businesses in all industry sectors. Docusoft CloudFiler is designed with the best accountancy practices in mind. It is a cloud solution that includes a document management system, workflow, CRM and secure Portal. The solution allows accountancy practices to securely store and manage, share, delivering and electronically sign documents and business files. The system is accessed by using a standard web browser, desktop application or mobile app. These different user interfaces give users the flexibility to use the solution the way they find easiest. The structured filing system is easily customised for both individual and practice needs. With extensive features including comprehensive email management, powerful tools can be used to help manage and digitise paper documents and capture electronic file formats. Storing files is simple and subsequent search, retrieval and document sharing features are fast and help make the solution easy to use. Docusoft CloudFiler is integrated with many existing business systems such as Microsoft Outlook, Word and Excel and additionally offers seamless integration with popular accountancy packages. Comprehensive audit trails help practices to remain compliant.
Arrange a demonstration to see how it works
The benefits of Docusoft for accountants
Security
Access to files and folders is controlled
All documents are in one location
Backup and recovery is built-in
User activity is audited
Regulatory compliance is enhanced
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Accessibility
Easy to access
Web browser interface, desktop and mobile apps
Filter search results using indexing fields
Secure, shared access to every document
Share with clients for approval and e-signature
Search by content using OCR
Access to all information in any electronic format
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to client requests
Manage and enhance business processes
Workflow
Security
Access to files and folders is controlled
All documents are in one location
Backup and recovery is built-in
User activity is audited
Regulatory compliance is enhanced
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Accessibility
Easy to access
Web browser interface, desktop and mobile apps
Filter search results using indexing fields
Secure, shared access to every document
Share with clients for approval and e-signature
Search by content using OCR
Access to all information in any electronic format
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to client requests
Manage and enhance business processes
Workflow
Docusoft offers great flexibility in its configuration, allowing an accountancy practice’s filing structure to be fully customised. A standard accounting template, developed for and enhanced by our accountancy clients, helps make the system easier for our accounting clients to understand. Docusoft provides extensive search, retrieval and display options for all client documents, including emails, scanned paper and electronic files.
Docusoft CloudFiler includes the functionality that accountants need to ensure they remain compliant with the many various regulations that can apply. A secure and comprehensive audit trail allows access to client files to be authorised at a granular level. The cloud system significantly reduces storage and minimises local storage costs by alleviating a practices dependence on expensive in-house servers and consequent IT support costs. Docusoft stores all documents in the native formats and is very easy to use.
Docusoft CloudFiler
Storing all your documents in one place, easy to find, easy to manage, shared easily and securely.
Any Time, Any Place, Any Device